Affluent Wealth Management Expansion & Remote Region Development Manager

U.S. Bancorp
Cincinnati, Atlanta, Dallas
Full timeUSD 111,605 - 131,300Function: Administration & Executive AssistanceExperience: 5-7 yearsEducation: bachelorsSkills: ["Leadership","Interpersonal skills","Influence","Analytical","Communication"]

Lead the growth of the Affluent Wealth Management strategy by partnering with market leaders, wealth management teams, and financial advisors to boost productivity and revenue. Coach teams on the advisory process and financial planning best practices, identify and support sales opportunities, and contribute subject-matter expertise for client events and presentations. Collaborate with bank partners to drive introductions, deliver value-added content, and coordinate product training, with significant travel required.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Affluent Wealth Management Expansion & Remote Region Development Manager

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Last checked: 5 hours agoStatus: Live

Job Summary

Lead the growth of the Affluent Wealth Management strategy by partnering with market leaders, wealth management teams, and financial advisors to boost productivity and revenue. Coach teams on the advisory process and financial planning best practices, identify and support sales opportunities, and contribute subject-matter expertise for client events and presentations. Collaborate with bank partners to drive introductions, deliver value-added content, and coordinate product training, with significant travel required.
Location: Cincinnati, Atlanta, Dallas
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Contribute to the growth of the overall Affluent Wealth Management strategy by working with market leaders, wealth management teams, and financial advisors.
  • •Educate and coach teams on the advisory process, prospecting, financial planning, and best practices.
  • •Create and identify sales opportunities, providing subject matter expertise for client events and presentations.
  • •Work closely with bank partners to develop business, support introductions, and educate partners on the Wealth Management Strategy.
  • •Leverage internal and external partners and product providers to deliver value-added content and product training.
Travel: High travel

Pay and Benefits

Salary: USD 111,605 - 131,300
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •Five to seven years or more of job-related experience.
  • •FINRA 7, 65/66 and insurance licenses.
  • •Thorough knowledge of comprehensive financial planning concepts and strategies to implement recommendations.
  • •Strong leadership and interpersonal skills to influence and persuade others.
Experience:5-7 years
Education:Bachelor's
Skills:LeadershipInterpersonal skillsInfluenceAnalyticalCommunication
Licenses:FINRA 7FINRA 65FINRA 66Insurance licenses

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
Glassdoor
Glassdoor: 3.8
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